Q3 2018 Market Review Slides

The third quarter of this year saw mostly positive results. US stocks were up 7.12%, while Developed International stocks experienced gains of 1.4%. Emerging Markets and Global Real Estate saw negative results. Year to date, US stocks are up 10.6% and International stocks are down 2.7%. International stocks have experienced positive returns in their local [...]

By |2018-10-15T18:48:28+00:00October 15th, 2018|Resources|0 Comments

Quarter 2: 2018 Market Review Slides

Every quarter, we publish a report that features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a [...]

By |2018-10-15T15:07:07+00:00July 26th, 2018|Resources|0 Comments

Q1 2018 Market Commentary

January got off to a fast start, with the DJIA, S&P 500 and NASDAQ leaping by 5.8%, 5.6% and 7.4%, respectively. Many market experts attributed that performance to a fantastic fourth-quarter earnings season and the passing of the Tax Cuts and Jobs Act of 2017. For backdrop, consider this from research firm FactSet: 77% of S&P [...]

By |2018-10-15T15:11:52+00:00April 15th, 2018|Resources|0 Comments

2017 Market Review

At the beginning of 2017, a common view among money managers and analysts was that the financial markets would not repeat their strong returns from 2016. Many cited the uncertain global economy, political turmoil in the US, implementation of Brexit, conflicts in the Middle East, North Korea’s weapons buildup, and other factors. The global equity markets defied their predictions, with major equity indices in the US, developed ex-US, and emerging markets posting strong returns for the year.

By |2018-10-15T15:12:54+00:00February 5th, 2018|Resources|0 Comments

Q3 2017 Market Commentary

The third quarter of 2017 will be remembered as a winner all around – the economy kept delivering positive news and all of the US stock markets performed very well. In fact, the markets essentially saw all regions and sectors return positive gains for investors. For the quarter ending September 30, 2017, the S&P 500 was up 4.0%, the DJIA gained 4.9% and NASDAQ climbed 5.8%.

By |2018-10-15T15:13:29+00:00October 17th, 2017|Resources|0 Comments